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Amazon

Sector Consumer Discretionary

219 letters mention Amazon, from 18 managers. Page 7 of 11.

• Q3 2020 Wedgewood Partners · Q3 2020 letter ↗ David Rolfe · mentioned once
• Q3 2020 Greystone Capital · Q3 2020 letter ↗ Adam Wilk · mentioned once
• Q2 2020 Hayden Capital · Q2 2020 letter ↗ Fred Liu · mentioned 21 times
• Q2 2020 Greenhaven Road Capital · Q2 2020 letter ↗ Scott Miller · mentioned 2 times
• Q2 2020 Hinde Group · Q2 2020 letter ↗ Marc Werres · mentioned 2 times
• H1 2020 Moerus Capital Management · Semi-annual letter ↗ Amit Wadhwaney · mentioned 2 times
• Q2 2020 Saga Partners · Q2 2020 letter ↗ Joe Frankenfield · mentioned 2 times
• Q2 2020 Vltava Fund · The dam has broken ↗ Daniel Gladiš · mentioned 2 times
• Q2 2020 Mayar Capital · Q2 2020 letter ↗ Abdulaziz Alnaim · mentioned once
• Q1 2020 Hinde Group · Q1 2020 letter ↗ Marc Werres · mentioned 19 times
• Q1 2020 Hayden Capital · Q1 2020 letter ↗ Fred Liu · mentioned 17 times
• Q1 2020 Wedgewood Partners · Q1 2020 letter ↗ David Rolfe · mentioned 5 times
• Q1 2020 Greenhaven Road Capital · Q1 2020 letter ↗ Scott Miller · mentioned 2 times
• Q4 2019 Greenhaven Road Capital · Q4 2019 letter ↗ Scott Miller · mentioned 14 times
• Q4 2019 Horos Asset Management · Q4 2019 letter ↗ Javier Ruiz · mentioned 6 times
• Q4 2019 Wedgewood Partners · Annual letter ↗ David Rolfe · mentioned 4 times
• 2019 Giverny Capital · Annual letter ↗ François Rochon · mentioned 2 times
• 2019 Moerus Capital Management · Annual letter ↗ Amit Wadhwaney · mentioned 2 times
• Q4 2019 Saga Partners · Q4 2019 letter ↗ Joe Frankenfield · mentioned 2 times
• Q4 2019 Hayden Capital · Q4 2019 letter ↗ Fred Liu · mentioned once

Counts are how many times the name appears in the letter. A high count usually means the letter discusses the company; one mention can be a passing reference.